DAVID B. MANDELL CURRICULUM VITAE

Transcription

1 DAVID B. MANDELL CURRICULUM VITAE AUTHOR, LECTURER & CONSULTANT 8044 Montgomery Road, Suite 440 Tel: Fax: Education UCLA School of Law J.D., 1995 The Anderson Graduate School of Management at UCLA M.B.A., 1995 Harvard University B.A., History, 1990 Professional Designations/Licenses California Bar Member (active) New York Bar Member (inactive) Life and Health Insurance Licensed in Florida Experience Principal, OJM Group, LLC Principal of firm that specializes in wealth preservation and asset management solutions for physicians, business owners and families Present. Author & Lecturer, Guardian Publishing, LLC Co-Author of all Guardian s products, including For Doctors Only, all state versions of the book, the CME Monograph, Risk Management for the Practicing Physician and others Present. Attorney, Law Offices of David B. Mandell, P.C. Sole shareholder and principal of law firm. Not actively practicing, but firm still exists Present

2 BOOKS BY MR. MANDELL For Doctors Only: A Guide to Working Less & Building More This book teaches doctors how to efficiently practice so they can get more out of a medical practice. More specifically, For Doctors Only helps doctors protect their personal and practice assets from lawsuits, taxes and bad investments while showing them the secrets to building wealth through the leverage of people, assets and effort. Published 2007, 2008, 2009, and For California Doctors: A Guide to Asset Protection, Tax and Estate Planning California- specific version of For Doctors Only book, Published For Georgia Doctors: Fresh Ideas on Asset Protection, Tax, Practice Planning, Wealth Accumulation and Estate Planning Georgia- specific version of For Doctors Only book, Published For New York Doctors: A Guide to Asset Protection, Tax Reduction, Practice and Wealth Management New York- specific version of For Doctors Only book, Published For Ohio Doctors: Shedding Light on Asset Protection, Tax and Estate Planning Ohio- specific version of For Doctors Only book, Published Wealth Protection Planning for Orthopaedic Surgeons and Sports Medicine Specialists Written by OJM principals and well-known Orthopaedic surgeon Dr. Peter J. Millett, of the Steadman Clinic in Vail, CO and formerly of the Harvard Medical School, this short book focuses on four concise lessons that may have a significant impact on your practice efficiency and long- term financial well-being., Published 2013 Fortune Building for Business Owners and Entrepreneurs All business owners and entrepreneurs want to make their business as financially efficient as possible, while also leveraging their personal investments. In this book, we focus on strategies we use to achieve these goals in our business as well as those that we have implemented for many of our business owner clients. Published 2013.

3 Defense Win$: Wealth Defense Planning for Professional Athletes In this book, authors David B. Mandell, JD, MBA and Jason M. Odell, MS, CWM, educate professional athletes and their advisors about Wealth Defense planning effectively describing tactics they have implemented for more than 1,000 high net worth clients in their careers. Published 2014 Risk Management for the Practicing Physician, 1998, 2001, 2004, 2007, 2010, Guardian Publishing, LLC. Accredited for 5.5 hours of Category I Continuing Medical Education credits by ACCME. Wealth Secrets of the Affluent, John Wiley & Sons. Insights and lessons on all areas of wealth and financial planning, from a unique perspective. Goes beyond common sense advice often ill-suited for people who have wealth or want to build wealth Wealth Protection, M.D.: The Ultimate Financial Guide for 21 st Century Physicians, Guardian Publishing, LLC. A book for physicians, incorporating the Risk Factor Analysis and upto-date recommendations on the medical malpractice crisis. Wealth Protection: Build and Preserve Your Financial Fortress, John Wiley & Sons. Offers a uniquely individualized view of financial planning. The Risk Factor Analysis turns your answers to 86 questions into a personally-tailored book by directing you to any number of the books 67 chapters. The Doctor s Wealth Protection Guide, Guardian Publishing, LLC Comprehensive financial & legal planning book, focused solely for physicians. Endorsed by Texas, Florida, Fairfield County (CT) Medical Associations. Favorably reviewed in Tennessee & West Virginia Medical Journals.

4 SPEAKING ENGAGEMENTS BY MR. MANDELL National Aesthetic MBA Series Aug 2013, Chicago: Wealth Protection for Today s Aesthetic Physician Jun 2013, Phoenix: Wealth Protection for Today s Aesthetic Physician Apr 2013, New York: Wealth Protection for Today s Aesthetic Physician Oct 2012: Beverly Hills: Wealth Protection for Today s Aesthetic Physician American Academy of Cosmetic Surgeons Jan 2010, Orlando: Tax, Asset Protection & Exit Strategies For Today s Surgeon Jan 2008, Orlando: Wealth Protection Planning for Today s Cosmetic Surgeon Jan 2007, Phoenix: Wealth Protection Planning for Today s Cosmetic Surgeon American Academy of Dermatology Oct 2006, Boston: Wealth Protection Planning and Qualified & Non-Qualified Plans American Academy of Facial Plastic & Reconstructive Surgery Oct. 2013, New Orleans: Corporate Structure and Tax Reduction American Academy of Ophthalmology Oct 2010, Chicago: Asset Protection, Tax & Estate Planning for Today s Ophthalmologist Nov 2006, Las Vegas: Asset Protection, Tax & Estate Planning for Today s Ophthalmologist Oct 2005, Chicago: Asset Protection, Tax & Estate Planning for Today s Ophthalmologist Oct 2004, New Orleans: Asset Protection, Tax & Estate Planning for Today s Ophthalmologist American Association of Neurological Surgeons Apr 2005, New Orleans: Wealth Protection Planning for Neurological Surgeons Apr 2004, New Orleans: Wealth Protection Planning for Neurological Surgeons Apr 2011, Denver: Wealth Protection Planning for Neurological Surgeons American Association of Orthopedic Executives Apr 2013, San Diego: Best Practices in Asset Protection for Orthopaedic Practices & Orthopaedic Physicians May 2010, Anaheim: Corporate Structure, Tax & Benefit Planning for Today s Orthopedic Practice American College of Mohs Surgery Apr 2011, Las Vegas: Advanced Asset Protection, Tax & Estate Planning for Today s Mohs Surgeon Apr 2009, Austin: Advanced Asset Protection, Tax & Estate Planning for Today s Mohs Surgeon American Educational Institute July 2013, Detroit: Reducing Financial Stress in the Medical Practice July 2012, Detroit: Asset Protection, Tax & Estate Planning Jun 2011, Detroit: Corporate Structure & Asset Protection Planning American Medical Women s Association Nov 1999, San Francisco: Asset Protection for the Female Physician American Society for Aesthetic Plastic Surgery Apr 2006, Orlando: Advanced Topics in Wealth Protection Planning American Society of Ophthalmic Plastic & Reconstructive Surgery Jun 2010, Aspen: Asset Protection for ASOPRS Physicians & Their Families Securing Your Financial Future American Society of Plastic Surgeons Oct 2006, San Francisco: Asset Protection, Tax & Estate Planning Oct 2005, Chicago: Asset Protection, Tax & Estate Planning Oct 2004, Philadelphia: Asset Protection, Tax & Estate Planning

5 Business of Medicine CME Conference Oct 2013, Philadelphia: Keep More of What You Make: Best Practices in Corporate Structure and Benefit Planning for Physicians Feb 2013, Philadelphia: Corporate Structure and Tax Reduction for Medical Practice, Best Practices in Practice & Personal Asset Protection Planning, How Healthy is Your Portfolio? Traditional and Alternative Investment Strategies for Physicians June 2012, San Diego: Risk Management for the Practicing Physician; Best Practices in Personal and Practice Asset Protection Planning; Best Practices in Corporate Structure & Benefit Planning Indian-American Medical Symposium Jan 2006, Ocala: Wealth Protection Planning International College of Integrated Medicine March 2013; DC: Corporate Structure & Tax Reduction for Integrative Medical Practices International College of Surgeons Jul 2005, Acapulco: Advanced Asset Protection Planning Jun 2000, Boston: Advanced Financial & Investment Strategies for Surgeons Physicians Business Academy Jul 2011, Atlanta: Corporate Structure, Tax & Asset Protection Planning May 2011, Las Vegas: Corporate Structure, Tax & Asset Protection Planning Feb 2011, Atlanta: Keep More of What You Make Spa Management Conference Jan. 2014: Keep More of What You Make: Best Practices in Corporate Structure, Tax Reduction and Benefit Planning for Medical Spas and Protect More of What You Make: Best Practices in Practice and Personal Asset Protection for Spa Owners State & Regional American College of Cardiologists Ohio Section Oct 2010, Columbus: Thriving in A Difficult Financial Environment: Corporate Structure & Tax Efficiency for Today's Cardiology. American Society of Anesthesiologists Maryland & Washington D.C. Chapters, Jul 2009, Chevy Chase: Tax & Asset Protection Planning Georgia/South Carolina Societies of Accredited Surgery Centers (GSASC/SCASC) Mar 2010, Atlanta: Corporate Structure, Tax & Benefit Planning for Ambulatory Surgery Centers: How to Get the Most Out of Your ASC. Georgia Academy of Family Physicians Nov. 2011, Georgia: Thriving in a Difficult Economic Environment: Corporate Structure and Tax Planning for the 2011 Physician Georgia Independent Physician Association Apr 2009, Columbus Georgia Society of Ambulatory Surgery Centers Feb 2010, Atlanta Georgia Society of Anesthesiologists Jul 2008, Hilton Head: Asset Protection Strategies for Today s Anesthesiologist & Retirement and Practice Exit Strategies for Today's Anesthesiologist Georgia Society of Family Practice Physicians Nov. 2011, Atlanta: Corporate Structure, Asset Protection and Tax Reduction for Medical Practices

6 Georgia Society of General Surgery Feb 2010, Atlanta: Thriving in A Difficult Financial Environment: Corporate Structure & Tax Efficiency for Today's Surgeon. Illinois Pain Institute, 11 th Annual Pain Symposium Oct 2011, Chicago Massachusetts Ophthalmology Meeting May 2005, Newton: Asset Protection, Tax and Estate Planning for Today s Ophthalmologist. Multi-Specialty Foundation s Facial Aesthetic Surgery Meeting Jun 2009: Advanced Asset Protection, Tax, and Corporate Planning for Today s Cosmetic Surgeon New England Society of Plastic & Reconstructive Surgeons Oct 2005, Mystic: Asset Protection, Tax and Estate Planning for Today s Physician. New England Orthopedic Society Nov 2011, Boston Asset Protection & Tax Planning for Orthopedic Physicians New Jersey Society of Plastic Surgeons Apr 2006, New Brunswick: Asset Protection Planning. New York Society of Ophthalmology Oct 2006, New York: Asset Protection, Tax and Estate Planning for Today s Ophthalmologist. New York County Medical Society June 2013, New York: Keep More of What You Make: Best Practices in Corporate Structure and Benefit Planning for New York Physicians North Shore Physicians Organization Apr 2012, Long Island: Corporate Structure, Asset Protection, and Tax Reduction of Medical Practices Sept 2013: 4 th Quarter Tax Tips for New York Practices Sept 2013: 4 th Quarter Tax Tips for New York Practices Ohio Society of Pathologists Oct 2010, Columbus: Corporate Structure & Tax Planning in Light of Healthcare Reform for Today s Physician Optimum Healthcare Independent Physician Association Mar 2010: Practice & Personal Asset Protection Planning for Today s Physician Piedmont Hospital May 2012, Georgia: Thriving in a Difficult Economic Environment: Corporate Structure and Tax Reduction for the 2012 Physician March 2013, Georgia: Best Ideas In Tax Reduction for Physicians & Practices in 2013 Personal Injury Lawyers Management & Marketing Association Jan. 2013, Ft. Lauderdale: Keep More of What You Make: Best Practices in Corporate Structure, Tax Reduction, and Benefit Planning for Law Practices Riverhills Neuroscience Feb 2013, Cincinnati: The Fiscal Cliff Deal: The Good, Bad and Ugly for Taxpayers SCISI Annual Conference Sept 2009: Asset Protection Planning for Florida Physicians Sacramento Plastic Surgery Society Sep 2010, Sacramento Tift Regional Medical Center

7 Nov 2011, Tifton: Thriving in a Difficult Economic Environment: Corporate Structure and Tax Planning for the 2011 Physician MR. MANDELL HAS WRITTEN FOR THE FOLLOWING PUBLICATIONS AADOM Insights (American Association of Dental Office Managers) AAEDEP Advisor (American Academy of Disability Evaluating Physicians) AANS Bulletin (American Association of Neurological Surgeons) AAOE ENews (American Association of Orthopaedic Executives) AAOMS Today (American Association of Oral & Maxillofacial Surgeons) ACOMS Review (American College of Oral & Maxillofacial Surgeons) ASBP News (American Society of Bariatric Physicians) ASD Update (Academy of Sports Dentistry) ASTA NewsBrief (American Society of Transplant Surgeons) About Face: Specialty News (American Association pf Facial Plastic & Reconstructive Surgery) American Academy of Otolaryngology American Academy of Plastic Surgery American Gastroenterological Association American Medical News (American Medical Association) American Psychiatry News American Society for Aesthetic Plastic Surgery American Urological Association News Anesthesia Malpractice Prevention ASTRO Business of Medicine (American Society of Cataract & Refractive Surgery) Cardiology Today CDS Review CUA Weekly Update (California Urology Asociation) Cosmetic Surgery News Brief (American Association of Cosmetic Surgery) e-news Weekly (Academy of Osseoniegration) Foot & Ankle Weekly (American College of Foot & Ankle Orthopedics & Medicine) Implant Insight (American Academy of Implant Dentistry) Insights (Western Occupational & Environmental Medical Association) Insights (Western Society of Periodontology) MD News Medical Group Management Medical Justice Blog Med Esthetics Magazine Medscape (Money & Medicine section) MultiBriefs Executive Briefings: Anesthesiologist Chiropractic Dental Gastroenterology Ophthalmology Orthopedic Surgeon Otolaryngology Urology NCPTAToday (North Carolina Physical Therapy Association) Neonatal Intensive Care Nephrology News & Issues Neuropractice O&P Business News Oncology & Hematology Ophthalmology Management Ophthalmology Times Orthopedics Today PAGD ON THEMOVE (Pennsylvania Academy of General Dentistry) Patient Care Pain Medicine Physician s Money Digest Physician s News Digest Physician Practice Options Podiatry Today

8 Private Practice Section enews (American Physical Therapy Association-Private Practice) Radiologic Technology RadOne Weekly (American College of Radiation Oncology) Review of Ophthalmology RT Image Aslu.net Skin & Aging Society for Invasive Cardiovascular Professionals Society of Thoracic Surgeons Spa Management Spine Biz & Beyond Strategic Orthopedics SurgiStrategies TNP News Flash (Texas Nurse Practioners) This Week in Family Practice (Association of Family Practice Physicians Assistants) This Week in Perio (American Academy of Periodontology) UO Works Urgent Care Access (Urgent Care Association of America) Urology Times WARFIELD Weekly Update (Society of Dermatology SkinCare Specialists) Weekend Review (American College of Emergency Physicians) Regional Publications Bexar Cty Medical Soc (TX) Charlotte County Medical Soc Capital Medical Soc (FL) Chicago Dental Soc (IL) Dade Cty Medical Soc (FL) Collier Cty Medical Soc (FL) Dallas Cty Medical Soc (TX) EOA News (Eastern Orthopedic Assoc) Escambia Cty Medical Soc (FL) Florida Medical Assoc Florida Medical Business Florida Orthopedic Soc Fresno-Madera Medical Soc (CA) Monterey County Medical Soc Monroe County Medical Soc New Jersey Medicine News Capsule (Fairfield Cty Med Assoc, CT) New York Regional Soc of Plastic Surgeons New York Soc of Anesthesiology News of New York NY Academy of Family Physicians NY Sight (NY State Ophthalmological Soc) Pinellas County (FL) Medical Soc Polk County (FL) Medical Soc San Antonio Medicine (Bexar Cty Med Assoc) Sarasota Cty Medical Soc (FL) Sierra Sacramento Medicine (CA) St. Claire County Medical Soc Tennessee Medicine (TN Medical Assoc) Texas Medicine Texas Orthopedic Assoc The Physician Executive Tibia Tribune (Southern Orthopedic Assoc) Western Orthopedic Assoc News Westchester County Medical Soc (CT) Wichita Falls Magazine RADIO & TELEVISION APPEARANCES Interviewed by over 50 radio shows on personal finance, including: ReachMD Radio KYW 1060AM WKHM 970AM KKSM 1320AM Bloomberg Business Radio WYSR 570AM KSFR 90.7FM WDTR 90.9FM WABJ 1490AM WCUB 980AM WPTT 1360AM KSWN 93.9FM Business Talk Radio KSRK 540AM KOA 850AM WPTT 1360AM WGVU AM/FM KPQ 560AM KGAB 650AM WBNW 1120AM WFHR 1320AM WAIF 88.3FM KCBR 1040AM WFRX 1300AM Appeared on FOX-TV in New York on Good Day New York Dec 2002 Appeared on BLOOMBERG TV on Bloomberg Personal Finance Jan 2003